Financial Network Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$145K Sell
2025
Q2
$196K Sell
2025
Q1
$238K Buy
2024
Q4
$22.1K Buy
2024
Q3
Sell
2024
Q2
$225K Buy